2023 Form 5500 filing — Belmont Capital Tax Deferred Savings Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625091217NAL0004724227002) for Belmont Capital Tax Deferred Savings Plan And Trust, reported by Belmont Capital LLC under EIN 27-1144301 and plan number 001. It reports 854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625091217NAL0004724227002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Belmont Capital LLC
- EIN
- 27-1144301
- Plan number
- 001
- Location
- Cambridge, MA
- Participants
- 854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,843,535
- Net assets (EOY)
- $30,843,535
- Employer contributions
- $317,138
- Participant contributions
- $2,641,438
- Total income / additions
- $7,681,861
- Benefits paid
- $2,831,667
- Administrative expenses
- $142,667
- Total expenses
- $2,974,334
- Net increase / (decrease)
- $4,707,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $48,578 | $0 |
| Hub International New England | FIDUCIARY ADVISOR TPA | $37,399 | $0 |
| Rpw Solutions LLC | FIDUCIARY ADVISOR, TPA | $27,506 | $0 |